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Report
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What it Does
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Lawyer WIP, Billing & Collection Summary
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Lists a monthly comparison of billable time worked, billed fees, fees collected and fees written off
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Client WIP, Billing & Collection Summary
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Lists work-in-progress, billed amounts, collected amounts and write-off amounts by client
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Lawyer Budgeting
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Compares lawyer's budgeted hours and dollars to: worked, billed, collected
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Fees Collected Summary
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Shows fees collected for each fee credit and responsible lawyer by month, year and previous year
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Fee Adjustments
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Lists adjustments made to fees during billing
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Fee Allocation
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Lists the fees billed, collected and written off by a lawyer on matters in which that individual is the responsible lawyer
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Fees Due by Lawyer
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Lists outstanding invoices and fees received, billed or written off during the reporting period
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Firm Cash & Fee Summary
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Compares hours and fees docketed, fees billed, fees received and fees adjusted for a specified month and year
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Billable Time Summary by Working Lawyer
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Shows a comparison of hours and amounts for the month and year by matter for each working lawyer by responsible lawyer
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Comparative Time Analysis
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Show hours, amounts and percentages by task code or type of law for working lawyers
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Daily Time Summary
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Shows hours docketed daily by each working lawyer for both billable and non-billable time
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Time Utilization Analysis
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Shows hours docketed monthly over a 12-month period by each working lawyer by billable and non-billable time
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Unbilled Time & A/R Summary by Working Lawyer
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Lists matters with unbilled time and billed but uncollected fees, by client
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Matters Opened Summary
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Shows the number of matters opened by each lawyer as introducing, responsible, assigned lawyer for one 12-month period
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Custom Reports
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Used to create custom reports summarized by lawyer, client, task code, type of law or department. Work-in-progress, A/R, collection, trust and budgeting values can be added to the layout, and formulas can be defined based on available data.
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